Civic Intelligence

Rachel and Lillian Rose Foundation

990EZ • Fiscal year 2015 • EIN 27-3951808

Dec 01, 2014 to Nov 30, 2015 • Filed on Apr 14, 2016

Organization Profile
41 Tremont StreetCarver, MA 02330

(508) 866-7487

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$42,261

Up $539 (+1.3%) from 2014

Net Assets

Up

$42,261

Up $539 (+1.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Down

$29,323

Down $10,024 (-25%) from 2014

Expenses

Down

$28,784

Down $16,526 (-36%) from 2014

Net Income

Up

$539

Up $6,502 (+109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $14,219Liabilities 2011: $0Net Assets 2011: $14,2192011Assets 2012: $29,184Liabilities 2012: $0Net Assets 2012: $29,1842012Assets 2013: $47,685Liabilities 2013: $0Net Assets 2013: $47,6852013Assets 2014: $41,722Liabilities 2014: $0Net Assets 2014: $41,7222014Assets 2015: $42,261Liabilities 2015: $0Net Assets 2015: $42,2612015Assets 2016: $32,904Liabilities 2016: $0Net Assets 2016: $32,9042016Assets 2017: $31,344Net Assets 2017: $31,3442017Assets 2018: $24,033Net Assets 2018: $24,0332018Assets 2019: $6,133Net Assets 2019: $6,1332019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$42,261
Liabilities$0
Net Assets$42,261
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $32,929Expenses 2011: $19,276Net Income 2011: $13,6532011Revenue 2012: $40,659Expenses 2012: $25,128Net Income 2012: $15,5312012Revenue 2013: $40,248Expenses 2013: $21,747Net Income 2013: $18,5012013Revenue 2014: $39,347Expenses 2014: $45,310Net Income 2014: -$5,9632014Revenue 2015: $29,323Expenses 2015: $28,784Net Income 2015: $5392015Revenue 2016: $2,984Expenses 2016: $12,341Net Income 2016: -$9,3572016Expenses 2017: $1,5602017Revenue 2018: $1,000Expenses 2018: $920Net Income 2018: $802018Expenses 2019: $17,9002019Expenses 2020: $6,1332020

Highlighted filing

2015

Revenue$29,323
Expenses$28,784
Net Income$539
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 14, 2016
Return Version
2014v6.0
Gross Receipts
$29,323
Mission and Program Overview

Mission

To educate the public in regard to the existence of domestic abuse and to assist those who are already in such a crisis

To educate the public in regard to the e

Program Services

DescriptionGrantsExpenses
To educate the public in regard to the existence of domestic abuse and to assist those who are already in such a crisis--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph MetterazzoTrustee-$0--
Priscilla MatterazzoTrustee-$0--
Marybeth CanwellTrustee-$0--
David FranklinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rachel and Lillian Rose Foundation
EIN
27-3951808
Address
41 Tremont Street, Carver, MA 02330

Signing Officer

Name
Joseph Metterazzo
Title
Trustee
Phone
5088667487
Signed
2016-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Henderson Grealis Associates PC CPA
Address
225 Water Street Suite 212A, Plymouth, MA 02360
Preparer
Kim Broderick
Phone
7818496070
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee Joannes Place Street Main St City, State, Zip Quincy, MA 02169Amount 5,000Grantee Baystate Community Service Street 13 Temple St City, State, Zip Quincy, MA 02169Amount 11,000”

Description of other expenses Part I line 16

“Description AmountFundraising Expenses 10,056Bank Charges 33Registration Fees 35Equipment Rental 205”

Raw XML Appendix137 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joseph Metterazzo
IRS990EZ/BooksInCareOfDetail/PhoneNum05088667487
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt041 Tremont St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002330
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042261
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029323
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0539
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01445
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041722
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042261
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016000
IRS990EZ/GrossReceiptsAmt029323
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041722
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042261
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph Metterazzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Priscilla Matterazzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marybeth Canwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010329
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate the public in regard to the e
IRS990EZ/PrintingPublicationsPostageAmt01010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To educate the public in regard to the existence of domestic abuse and to assist those who are already in such a crisis
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028784
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029323
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182505
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0182505
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032929
IRS990ScheduleA/Total509Grp/TotalAmt0182505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Joannes Place Street Main St City, State, Zip Quincy, MA 02169Amount 5,000Grantee Baystate Community Service Street 13 Temple St City, State, Zip Quincy, MA 02169Amount 11,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFundraising Expenses 10,056Bank Charges 33Registration Fees 35Equipment Rental 205
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Metterazzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05088667487
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rachel and Lillian Rose Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RACH
ReturnHeader/Filer/EIN0273951808
ReturnHeader/Filer/USAddress/AddressLine1Txt041 Tremont Street
ReturnHeader/Filer/USAddress/CityNm0Carver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043497772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henderson Grealis Associates PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 Water Street Suite 212A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002360
ReturnHeader/PreparerPersonGrp/PhoneNum07818496070
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Broderick
ReturnHeader/ReturnTs02016-04-15T12:55:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,261
Liabilities
$0
Net assets
$42,261
Revenue
$29,323
Expenses
$28,784
Net income
$539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$6.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$6.13$17.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.0$24.0$1.00$0.92$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$31.3$1.56
2016Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$2.98$12.3$9.36
2015Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$29.3$28.8$0.54
2014Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$39.3$45.3$5.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.7$0.00$47.7$40.2$21.7$18.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$0.00$29.2$40.7$25.1$15.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.00$14.2$32.9$19.3$13.7